SAM
AET

Silvercrest Asset Management’s Aetna Inc AET Stock Holding History

Silvercrest Asset Management’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-101,063
Closed -$20.5M – 558
2018
Q3 		$20.5M Sell
101,063
-3,519
-3% -$688K 0.19% 139
2018
Q2 		$19.2M Buy
104,582
+1,689
+2% +$301K 0.18% 145
2018
Q1 		$17.4M Sell
102,893
-648
-0.6% -$116K 0.17% 144
2017
Q4 		$18.7M Sell
103,541
-2,823
-3% -$485K 0.17% 143
2017
Q3 		$16.9M Sell
106,364
-749
-0.7% -$117K 0.17% 140
2017
Q2 		$16.3M Sell
107,113
-683
-0.6% -$96.5K 0.17% 142
2017
Q1 		$13.8M Sell
107,796
-33,115
-24% -$4.16M 0.15% 151
2016
Q4 		$17.5M Sell
140,911
-1,989
-1% -$238K 0.2% 132
2016
Q3 		$16.5M Sell
142,900
-2,511
-2% -$294K 0.2% 131
2016
Q2 		$17.8M Sell
145,411
-448
-0.3% -$51.4K 0.23% 128
2016
Q1 		$16.4M Sell
145,859
-3,333
-2% -$357K 0.23% 123
2015
Q4 		$16.1M Sell
149,192
-618
-0.4% -$66.8K 0.22% 124
2015
Q3 		$16.4M Buy
149,810
+2,735
+2% +$316K 0.25% 116
2015
Q2 		$18.7M Sell
147,075
-4,784
-3% -$546K 0.25% 117
2015
Q1 		$16.2M Buy
151,859
+614
+0.4% +$60.1K 0.23% 121
2014
Q4 		$13.4M Buy
+151,245
New +$12.7M 0.19% 132

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Silvercrest Asset Management's AET Position: Q4 2018 in Review

Silvercrest Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 101,063 shares — an estimated $20.5M sold.

Silvercrest Asset Management first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $20.5M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Silvercrest Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Silvercrest Asset Management sold 101,063 Aetna Inc shares in Q4 2018, an estimated $20.5M.
  • Silvercrest Asset Management first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Silvercrest Asset Management's Aetna Inc position peaked at $20.5M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Silvercrest Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.